Investment Management Services
Michael does not promise investment returns, rather he focuses on planning for the achievement of client financial goals.
Investors Face Two Primary Challenges:
1) Staying ahead of inflation over time.
2) Limiting periodic declines in asset prices.
Since 2000, investments have had a challenging decade. The 2000 – 2002 equity Bear Market saw prices of stocks fall about 50%. To recover from a 50% decline in the price of an investment, it takes a 100% price rebound. That recovery took approximately five years, from 2002 – 2007.
Since 2007, the financial world has been beset by what might be called a “Perfect Storm” of problems, the list of which is long and interconnected. In such a climate, even investment portfolios that employed historically-tested diversification techniques were severely challenged and suffered notable declines in account value.
Many investors are frustrated by large financial market gyrations, and would like assistance in avoiding these huge valuation swings. Michael works with clients to manage investment portfolios in all types of financial and economic environments.
Michael’s approach to the design of investment portfolios is to focus on achieving steady annual returns using a variety of investment tools and methods.
Peace of Mind
There are three prime benefits to an investment portfolio that generates steady annual returns.
First, it offers people peace of mind.
Second, it avoids those times when people feel very anxious in the midst of a large decline in prices and, faced with the prospect that the large price decline will get worse, sell investments at low prices (avoiding: Buy high, Sell low).
Third, it can result in notably higher portfolio values over time, thus improving the chances that a person’s goals will be achieved.
For a brief, illustrated explanation of the how a portfolio that generates steady annual returns can result in a substantial financial benefit, please click here:
Stability in Annual Investment Returns
Your Invitation
Michael invites you to contact him to discuss your goals and the design & implementation of a stable investment portfolio.